Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.01B
AUM Growth
-$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,897
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$12.3M
3
+$10.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$10.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.28M

Top Sells

1
+$26.2M
2
+$24.1M
3
+$12.5M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$11.8M
5
META icon
Meta Platforms (Facebook)
META
+$10.2M

Sector Composition

1 Technology 4.89%
2 Healthcare 4.7%
3 Financials 3.92%
4 Consumer Discretionary 2.83%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.43M 0.03%
5,809
-80
577
$1.42M 0.03%
28,847
-1,452
578
$1.42M 0.03%
3,412
-808
579
$1.42M 0.03%
35,411
+4,786
580
$1.41M 0.03%
131,555
+18,749
581
$1.41M 0.03%
20,740
-7,203
582
$1.41M 0.03%
28,300
-4,668
583
$1.41M 0.03%
17,628
-5,568
584
$1.41M 0.03%
25,450
+4,967
585
$1.4M 0.03%
5,965
-7,374
586
$1.4M 0.03%
33,415
+27,067
587
$1.39M 0.03%
37,077
+2,310
588
$1.39M 0.03%
8,470
+146
589
$1.38M 0.03%
49,359
-1,407
590
$1.37M 0.03%
31,892
+3,508
591
$1.37M 0.03%
22,465
-1,595
592
$1.36M 0.03%
45,225
-1,938
593
$1.36M 0.03%
+75,118
594
$1.36M 0.03%
50,329
+26,686
595
$1.36M 0.03%
53,509
-9,796
596
$1.35M 0.03%
29,399
+3,527
597
$1.35M 0.03%
264,899
+15,407
598
$1.35M 0.03%
7,430
+2,570
599
$1.35M 0.03%
27,801
+27
600
$1.35M 0.03%
73,875
+4,177
22 23
24
25 26